Paraplanning Professional
6 days ago
We are seeking a highly skilled and experienced Paraplanning Professional to join our team at Antony George Recruitment. As a key member of our financial services team, you will play a vital role in supporting our wealth advisers in delivering exceptional client service.
Key Responsibilities- Provide expert paraplanning support to our team of wealth advisers, ensuring the highest possible standard of client service.
- Conduct thorough research on financial planning solutions, investment strategies, and products to inform client recommendations.
- Prepare comprehensive recommendation reports for client meetings, ensuring all necessary information is presented in a clear and concise manner.
- Write suitability reports and annual review reports, providing detailed analysis and recommendations.
- Offer high-level technical support to our advisers, ensuring they have the necessary information to provide exceptional client service.
- Assist our advisers with client management, ensuring seamless communication and coordination.
- Provide technical reports and information to our advisers and clients, ensuring they have the necessary knowledge to make informed decisions.
- Ensure accurate and timely execution of high-worth investment transactions.
- 2 years of experience in paraplanning, with a strong understanding of financial planning principles and practices.
- Excellent IT skills, with proficiency in Microsoft Office and experience with Cashcalc, X-Plan, and FE Analytics.
- Strong technical knowledge of pensions, investments, and IHT planning, with a solid understanding of the Pension Switch market.
- Good communication skills, with the ability to effectively communicate complex financial information to clients and advisers.
- CII exam results or a Level 4 qualified in Financial Planning certificate.
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Paraplanning Professional
6 days ago
Surrey, United Kingdom Antony George Recruitment Full timeAbout Antony George RecruitmentWe are a leading recruitment agency specializing in financial services, dedicated to connecting top talent with exciting career opportunities.Job DescriptionJob Title: Paraplanning ProfessionalJob Type: Full-timeIndustry: Financial ServicesLocation: Remote (with occasional office visits)Job Summary:We are seeking an experienced...
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Paraplanning Professional
1 week ago
Surrey, United Kingdom Antony George Recruitment Full timeAbout Antony George RecruitmentWe are a leading recruitment agency specializing in financial services, dedicated to connecting top talent with exciting career opportunities.Job DescriptionJob Title: Paraplanning ProfessionalJob Type: Full-timeIndustry: Financial ServicesLocation: Remote (with occasional office visits)Job Summary:We are seeking an experienced...
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Paraplanning Professional
4 days ago
surrey, United Kingdom Antony George Recruitment Full timeAbout the RoleWe are seeking a highly skilled and experienced Paraplanning Professional to join our team at Antony George Recruitment. As a key member of our wealth management team, you will play a vital role in supporting our financial advisers in delivering exceptional client service.Key ResponsibilitiesProvide expert paraplanning support to our team of...
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Paraplanning Professional
4 days ago
surrey, United Kingdom Antony George Recruitment Full timeAbout the RoleWe are seeking a highly skilled and experienced Paraplanning Professional to join our team at Antony George Recruitment. As a key member of our wealth management team, you will play a vital role in supporting our financial advisers in delivering exceptional client service.Key ResponsibilitiesProvide expert paraplanning support to our team of...
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Paraplanning Professional
7 days ago
Surrey, United Kingdom Antony George Recruitment Full time £35,000 - £50,000About the RoleWe are seeking a highly skilled and experienced Paraplanning Professional to join our team at Antony George Recruitment. As a key member of our financial services team, you will play a vital role in supporting our wealth advisers in delivering exceptional client service.Key ResponsibilitiesProvide expert paraplanning support to our team of...
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Paraplanning Professional
7 days ago
Surrey, United Kingdom Antony George Recruitment Full timeAbout the RoleWe are seeking a highly skilled Paraplanning Professional to join our team at Antony George Recruitment. As a key member of our financial services team, you will play a vital role in supporting our wealth advisers in delivering exceptional client service.Key ResponsibilitiesProvide expert paraplanning support to our team of wealth advisers,...
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Paraplanning Professional
2 days ago
Surrey, United Kingdom Antony George Recruitment Full timeAbout the RoleWe are seeking a highly skilled and experienced Paraplanning Professional to join our team at Antony George Recruitment. As a key member of our financial services team, you will play a vital role in supporting our wealth advisers in delivering exceptional client service.Key ResponsibilitiesProvide expert paraplanning support to our team of...
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Paraplanning Professional
2 days ago
Surrey, United Kingdom Antony George Recruitment Full timeAbout the RoleWe are seeking a highly skilled and experienced Paraplanning Professional to join our team at Antony George Recruitment. As a key member of our financial services team, you will play a vital role in supporting our wealth advisers in delivering exceptional client service.Key ResponsibilitiesProvide expert paraplanning support to our team of...
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Senior Paraplanning Manager
6 days ago
Surrey, United Kingdom Blakemore Recruitment Full timeJob Summary:Blakemore Recruitment is seeking a highly experienced Paraplanning Manager to join our team. As a key member of our organization, you will be responsible for leading a team of paraplanners and providing strategic guidance to ensure the successful delivery of paraplanning services.Key Responsibilities:Lead a team of paraplanners to achieve...
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Senior Paraplanning Manager
7 days ago
Surrey, United Kingdom Blakemore Recruitment Full timeJob Summary:Blakemore Recruitment is seeking a highly experienced Paraplanning Manager to join our team. As a key member of our organization, you will be responsible for leading a team of paraplanners and providing strategic guidance to ensure the successful delivery of paraplanning services.Key Responsibilities:Lead a team of paraplanners to achieve...
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Paraplanning Team Lead
3 days ago
Surrey, United Kingdom Blakemore Recruitment Full timeAbout the Role:Blakemore Recruitment is seeking a highly experienced Paraplanning Manager to join our team. As a key member of our organization, you will be responsible for leading a team of paraplanners and providing strategic guidance to support the growth and success of our business.Key Responsibilities:Lead a team of paraplanners to achieve business...
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Paraplanning Team Lead
3 days ago
Surrey, United Kingdom Blakemore Recruitment Full timeAbout the Role:Blakemore Recruitment is seeking a highly experienced Paraplanning Manager to join our team. As a key member of our organization, you will be responsible for leading a team of paraplanners and providing strategic guidance to support the growth and success of our business.Key Responsibilities:Lead a team of paraplanners to achieve business...
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Financial Planning Support Specialist
6 days ago
Surrey, United Kingdom Antony George Recruitment Full timeAbout Antony George RecruitmentWe are a leading recruitment agency specializing in financial services, dedicated to connecting top talent with exciting career opportunities.Job DescriptionJob Title: Paraplanning ProfessionalJob Type: Full-timeIndustry: Financial ServicesLocation: Remote (with occasional office visits)Job Summary:We are seeking an experienced...
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Financial Planning Support Specialist
1 week ago
Surrey, United Kingdom Antony George Recruitment Full timeAbout Antony George RecruitmentWe are a leading recruitment agency specializing in financial services, dedicated to connecting top talent with exciting career opportunities.Job DescriptionJob Title: Paraplanning ProfessionalJob Type: Full-timeIndustry: Financial ServicesLocation: Remote (with occasional office visits)Job Summary:We are seeking an experienced...
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Financial Planning Assistant
1 week ago
Surrey, United Kingdom Antony George Recruitment Full time £35,000 - £50,000About the RoleWe are seeking a highly skilled and experienced Paraplanning Professional to join our team at Antony George Recruitment. As a key member of our financial services team, you will play a vital role in supporting our wealth advisers in delivering exceptional client service.Key ResponsibilitiesProvide expert paraplanning support to our team of...
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Wealth Management Assistant
7 days ago
Surrey, United Kingdom Antony George Recruitment Full time £35,000 - £50,000About the RoleWe are seeking a highly skilled and experienced Paraplanning Professional to join our team at Antony George Recruitment. As a key member of our financial services team, you will play a vital role in supporting our wealth advisers in delivering exceptional client service.Key ResponsibilitiesProvide expert paraplanning support to our team of...
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Financial Planning Support Specialist
7 days ago
Surrey, United Kingdom Antony George Recruitment Full timeAbout the RoleWe are seeking a highly skilled Paraplanning Professional to join our team at Antony George Recruitment. As a key member of our financial services team, you will play a vital role in supporting our wealth advisers in delivering exceptional client service.Key ResponsibilitiesProvide expert paraplanning support to our team of wealth advisers,...
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Financial Planner
2 weeks ago
Claygate, Surrey, United Kingdom Financial Divisions Full time €70,000 - €80,000Financial Planner – manage existing HNW clients (£500k - £1m) – 2 years of advising experience required - Boutique IFA firm – Near Claygate/Esher My client are an independent wealth planning firm with offices near Claygate/Esher. I have met the Directors and got to know their business very well and their plans for the future. They offer whole of...
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Financial Planner
3 weeks ago
Epsom, Surrey, United Kingdom Financial Divisions Full time €70,000 - €90,000Financial Planner – manage existing book of HNW clients - £70k - £90k basic salary plus bonuses - Offices near Epsom My client are a Chartered independent wealth planning firm with offices near Epsom/Leatherhead who I have met and placed a member of staff with. They offer whole of market financial advice to HNW retirees, accumulators, local families...
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Financial Planner
2 weeks ago
Epsom, Surrey, United Kingdom Financial Divisions Full time €70,000 - €90,000Financial Planner – manage existing book of HNW clients - £70k - £90k basic salary plus bonuses - Offices near Epsom My client are a Chartered independent wealth planning firm with offices near Epsom/Leatherhead who I have met and placed a member of staff with. They offer whole of market financial advice to HNW retirees, accumulators, local families...
